Reframing the Prenup as a Marital Agreement

March 23, 2021, Shannon M. Zur, CPA

Shannon Zur on Reframing the Prenup as a Marital Agreement, recorded during Family Business Magazine’s Spring 2021 Transitions Conference.

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Technology Risks for Families and Family Business

Shannon M. Zur, CPA

Shannon Zur on Technology Risks for Families and Family Business, recorded during Family Business Magazine’s Fall 2020 Transitions Conference.

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Is Your Asset Allocation Adding Value?

Shannon M. Zur, CPA

In the investment world, all performance reports compare investment managers to one or more benchmarks, and many reports include a weighted or global benchmark for the entire portfolio. But what about the asset allocation, how is it judged?

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